13F HOLDINGS REPORT
JEPPSON WEALTH MANAGEMENT, LLC
Quarter ended Q2 2025 · Filed July 15, 2025 · Accession 0001831263-25-000004
Total Value
$289.1M
Positions
211
Other Managers
0
Confidential Omitted
No
Holdings (211)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPLE INC COM | AAPL | 98,158 | $20.1M | 6.97% |
| 2 | ISHARES 0-5 YEAR TIPS BOND ETF | 46429B747 | 182,440 | $18.8M | 6.49% |
| 3 | NVIDIA CORPORATION COM | NVDA | 83,291 | $13.2M | 4.55% |
| 4 | LOCKHEED MARTIN CORP COM | LMT | 21,791 | $10.1M | 3.49% |
| 5 | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | 922020805 | 175,637 | $8.8M | 3.05% |
| 6 | MICROSOFT CORP COM | MSFT | 13,604 | $6.8M | 2.34% |
| 7 | AMAZON COM INC COM | AMZN | 29,339 | $6.4M | 2.23% |
| 8 | EXXON MOBIL CORP COM | XOM | 57,044 | $6.1M | 2.13% |
| 9 | DISNEY WALT CO COM | 254687106 | 47,973 | $5.9M | 2.06% |
| 10 | ORACLE CORP COM | ORCL-PD | 26,404 | $5.8M | 2.00% |
| 11 | AT&T INC COM | T-PC | 193,820 | $5.6M | 1.94% |
| 12 | CISCO SYS INC COM | CSCO | 58,620 | $4.1M | 1.41% |
| 13 | VERIZON COMMUNICATIONS INC COM | VZ | 87,169 | $3.8M | 1.30% |
| 14 | AMERICAN ELEC PWR CO INC COM | 025537101 | 36,255 | $3.8M | 1.30% |
| 15 | JPMORGAN CHASE & CO. COM | VYLD | 12,656 | $3.7M | 1.27% |
| 16 | BROADCOM INC COM | AVGO | 13,289 | $3.7M | 1.27% |
| 17 | ELI LILLY & CO COM | LLY | 4,539 | $3.5M | 1.22% |
| 18 | ALPHABET INC CAP STK CL C | GOOG | 19,092 | $3.4M | 1.17% |
| 19 | RTX CORPORATION COM | RTX | 20,158 | $2.9M | 1.02% |
| 20 | SHOPIFY INC CL A SUB VTG SHS | SHOP | 25,110 | $2.9M | 1.00% |
| 21 | KINDER MORGAN INC DEL COM | EP-PC | 97,871 | $2.9M | 1.00% |
| 22 | META PLATFORMS INC CL A | META | 3,875 | $2.9M | 0.99% |
| 23 | WALMART INC COM | WMT | 28,547 | $2.8M | 0.97% |
| 24 | BANK AMERICA CORP COM | 060505104 | 55,465 | $2.6M | 0.91% |
| 25 | QUALCOMM INC COM | QCOM | 16,040 | $2.6M | 0.88% |
| 26 | WHEATON PRECIOUS METALS CORP COM | WPM | 27,564 | $2.5M | 0.86% |
| 27 | PALO ALTO NETWORKS INC COM | PANW | 11,614 | $2.4M | 0.82% |
| 28 | PROCTER AND GAMBLE CO COM | 742718109 | 14,625 | $2.3M | 0.81% |
| 29 | SPDR GOLD SHARES | GLD | 7,479 | $2.3M | 0.79% |
| 30 | JOHNSON & JOHNSON COM | JNJ | 14,908 | $2.3M | 0.79% |
| 31 | CHEVRON CORP NEW COM | CVX | 15,866 | $2.3M | 0.79% |
| 32 | FREEPORT-MCMORAN INC CL B | FCX | 52,298 | $2.3M | 0.78% |
| 33 | GILEAD SCIENCES INC COM | GILD | 19,497 | $2.2M | 0.75% |
| 34 | CARDINAL HEALTH INC COM | CAH | 12,774 | $2.1M | 0.74% |
| 35 | INTERNATIONAL BUSINESS MACHS COM | INTR | 6,870 | $2.0M | 0.70% |
| 36 | WELLS FARGO CO NEW COM | 949746101 | 24,910 | $2.0M | 0.69% |
| 37 | ABBVIE INC COM | ABBV | 10,279 | $1.9M | 0.66% |
| 38 | OMEGA HEALTHCARE INVS INC COM | 681936100 | 51,856 | $1.9M | 0.66% |
| 39 | DUKE ENERGY CORP NEW COM NEW | DUKB | 15,972 | $1.9M | 0.65% |
| 40 | ABBOTT LABS COM | ABLZF | 13,658 | $1.9M | 0.64% |
| 41 | SCHWAB CHARLES CORP COM | SCHW-PJ | 19,183 | $1.8M | 0.61% |
| 42 | SEMPRA COM | SREA | 23,070 | $1.7M | 0.60% |
| 43 | RIO TINTO PLC SPONSORED ADR | RTNTF | 29,902 | $1.7M | 0.60% |
| 44 | SIMON PPTY GROUP INC NEW COM | 828806109 | 10,784 | $1.7M | 0.60% |
| 45 | MERCK & CO INC COM | MRK | 20,936 | $1.7M | 0.57% |
| 46 | ALPHABET INC CAP STK CL A | GOOG | 9,287 | $1.6M | 0.57% |
| 47 | SOUTHERN CO COM | SOMN | 17,469 | $1.6M | 0.55% |
| 48 | UBER TECHNOLOGIES INC COM | UBER | 16,097 | $1.5M | 0.52% |
| 49 | VANGUARD SMALL-CAP ETF | 922908751 | 6,315 | $1.5M | 0.52% |
| 50 | CONOCOPHILLIPS COM | COP | 16,473 | $1.5M | 0.51% |
| 51 | WELLTOWER INC COM | WELL | 9,363 | $1.4M | 0.50% |
| 52 | SPDR S&P DIVIDEND ETF | 78464A763 | 10,595 | $1.4M | 0.50% |
| 53 | MERCADOLIBRE INC COM | MELI | 533 | $1.4M | 0.48% |
| 54 | WP CAREY INC COM | 92936U109 | 22,040 | $1.4M | 0.48% |
| 55 | CARLYLE GROUP INC COM | CGABL | 26,709 | $1.4M | 0.47% |
| 56 | VANGUARD GROWTH ETF | 922908736 | 3,112 | $1.4M | 0.47% |
| 57 | NETFLIX INC COM | NFLX | 1,010 | $1.4M | 0.47% |
| 58 | INVESCO QQQ TRUST SERIES I | IVZ | 2,403 | $1.3M | 0.46% |
| 59 | OCCIDENTAL PETE CORP COM | 674599105 | 31,402 | $1.3M | 0.46% |
| 60 | NORTHROP GRUMMAN CORP COM | NOC | 2,543 | $1.3M | 0.44% |
| 61 | VANGUARD TOTAL STOCK MARKET ETF | 922908769 | 4,144 | $1.3M | 0.44% |
| 62 | PHILLIPS 66 COM | PSX | 10,269 | $1.2M | 0.42% |
| 63 | UNILEVER PLC SPON ADR NEW | UNLYF | 19,953 | $1.2M | 0.42% |
| 64 | TESLA INC COM | TSLA | 3,796 | $1.2M | 0.42% |
| 65 | CAPITAL ONE FINL CORP COM | 14040H105 | 5,499 | $1.2M | 0.40% |
| 66 | BOEING CO COM | BA-PA | 5,490 | $1.2M | 0.40% |
| 67 | HOME DEPOT INC COM | HD | 3,072 | $1.1M | 0.39% |
| 68 | NNN REIT INC COM | NNN | 24,982 | $1.1M | 0.37% |
| 69 | KIMBERLY-CLARK CORP COM | KMB | 8,041 | $1.0M | 0.36% |
| 70 | AMGEN INC COM | AMGN | 3,707 | $1.0M | 0.36% |
| 71 | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | 74348A467 | 10,050 | $1.0M | 0.35% |
| 72 | KAYNE ANDERSON ENERGY INFRSTR COM | 486606106 | 78,747 | $1.0M | 0.35% |
| 73 | ROYAL CARIBBEAN GROUP COM | V7780T103 | 3,197 | $1.0M | 0.35% |
| 74 | BLACKSTONE INC COM | BX | 6,549 | $979,599 | 0.34% |
| 75 | KRAFT HEINZ CO COM | KHC | 37,739 | $974,421 | 0.34% |
| 76 | GENERAL MLS INC COM | 370334104 | 17,818 | $923,155 | 0.32% |
| 77 | ALLSTATE CORP COM | ALL-PJ | 4,578 | $921,497 | 0.32% |
| 78 | PFIZER INC COM | PFE | 37,526 | $909,630 | 0.31% |
| 79 | PEPSICO INC COM | PEP | 6,850 | $904,474 | 0.31% |
| 80 | MCDONALDS CORP COM | MCD | 3,089 | $902,513 | 0.31% |
| 81 | DOMINION ENERGY INC COM | D | 15,414 | $871,199 | 0.30% |
| 82 | STAG INDL INC COM | 85254J102 | 23,104 | $838,213 | 0.29% |
| 83 | AUTOMATIC DATA PROCESSING INC COM | ADP | 2,644 | $815,410 | 0.28% |
| 84 | BHP GROUP LTD SPONSORED ADS | BHPLF | 16,532 | $795,005 | 0.27% |
| 85 | BRISTOL-MYERS SQUIBB CO COM | CELG-RI | 17,167 | $794,660 | 0.27% |
| 86 | BANK NEW YORK MELLON CORP COM | 064058100 | 8,609 | $784,339 | 0.27% |
| 87 | REALTY INCOME CORP COM | O | 13,455 | $775,167 | 0.27% |
| 88 | NOVARTIS AG SPONSORED ADR | NVSEF | 6,048 | $731,868 | 0.25% |
| 89 | BERKSHIRE HATHAWAY INC DEL CL A | BRK-A | 1 | $728,800 | 0.25% |
| 90 | CONSOLIDATED EDISON INC COM | ED | 7,190 | $721,517 | 0.25% |
| 91 | CORNING INC COM | GLW | 13,500 | $709,965 | 0.25% |
| 92 | EMERSON ELEC CO COM | EMR | 5,290 | $705,316 | 0.24% |
| 93 | ALERIAN MLP ETF | 00162Q452 | 14,386 | $702,915 | 0.24% |
| 94 | TRAVELERS COMPANIES INC COM | TRV | 2,490 | $666,175 | 0.23% |
| 95 | DARDEN RESTAURANTS INC COM | DRI | 3,050 | $664,809 | 0.23% |
| 96 | UNION PAC CORP COM | UNP | 2,848 | $655,268 | 0.23% |
| 97 | TYSON FOODS INC CL A | TSN | 11,642 | $651,253 | 0.23% |
| 98 | CITIGROUP INC COM NEW | C-PR | 7,599 | $646,834 | 0.22% |
| 99 | VISA INC COM CL A | V | 1,816 | $644,771 | 0.22% |
| 100 | FEDERAL RLTY INVT TR NEW SH BEN INT NEW | 313745101 | 6,734 | $639,663 | 0.22% |
| 101 | SOUTHERN COPPER CORP COM | SCCO | 6,295 | $636,865 | 0.22% |
| 102 | CATERPILLAR INC COM | CAT | 1,617 | $627,736 | 0.22% |
| 103 | COCA COLA CO COM | KO | 8,832 | $624,864 | 0.22% |
| 104 | COINBASE GLOBAL INC COM CL A | COIN | 1,766 | $618,965 | 0.21% |
| 105 | COMCAST CORP NEW CL A | CCZ | 17,035 | $607,979 | 0.21% |
| 106 | CHEESECAKE FACTORY INC COM | CAKE | 9,464 | $593,030 | 0.21% |
| 107 | NEXTERA ENERGY INC COM | NEE-PW | 8,488 | $589,213 | 0.20% |
| 108 | DOVER CORP COM | DOV | 3,184 | $583,410 | 0.20% |
| 109 | STARBUCKS CORP COM | SBUX | 6,355 | $582,309 | 0.20% |
| 110 | ADOBE INC COM | ADBE | 1,495 | $578,386 | 0.20% |
| 111 | ILLINOIS TOOL WKS INC COM | 452308109 | 2,336 | $577,576 | 0.20% |
| 112 | ALIBABA GROUP HLDG LTD SPONSORED ADS | BBAAY | 5,086 | $576,803 | 0.20% |
| 113 | KELLANOVA COM | BEKE | 7,089 | $563,811 | 0.20% |
| 114 | PAYCHEX INC COM | PAYX | 3,819 | $555,512 | 0.19% |
| 115 | SALESFORCE INC COM | CRM | 2,009 | $547,864 | 0.19% |
| 116 | VORNADO RLTY TR SH BEN INT | 929042109 | 13,811 | $528,133 | 0.18% |
| 117 | 3M CO COM | MMM | 3,425 | $521,422 | 0.18% |
| 118 | ING GROEP N.V. SPONSORED ADR | INGVF | 23,769 | $519,828 | 0.18% |
| 119 | EVERGY INC COM | EVRG | 7,424 | $511,736 | 0.18% |
| 120 | NATIONAL GRID PLC SPONSORED ADR NE | NMPWP | 6,796 | $505,690 | 0.17% |
| 121 | SABRA HEALTH CARE REIT INC COM | SBRA | 26,870 | $495,476 | 0.17% |
| 122 | ISHARES TIPS BOND ETF | 464287176 | 4,444 | $488,994 | 0.17% |
| 123 | CONAGRA BRANDS INC COM | CAG | 23,615 | $483,399 | 0.17% |
| 124 | WASTE MGMT INC DEL COM | 94106L109 | 2,092 | $478,691 | 0.17% |
| 125 | INTEL CORP COM | INTC | 21,182 | $474,477 | 0.16% |
| 126 | ENTERPRISE PRODS PARTNERS L P COM | 293792107 | 15,160 | $470,119 | 0.16% |
| 127 | DOW INC COM | DOW | 17,249 | $456,756 | 0.16% |
| 128 | HONEYWELL INTL INC COM | 438516106 | 1,947 | $453,417 | 0.16% |
| 129 | WILLIAMS SONOMA INC COM | WSM | 2,683 | $438,322 | 0.15% |
| 130 | VANGUARD DIVIDEND APPRECIATION ETF | 921908844 | 2,107 | $431,240 | 0.15% |
| 131 | CHIPOTLE MEXICAN GRILL INC COM | CMG | 7,550 | $423,933 | 0.15% |
| 132 | TARGET CORP COM | TGT | 4,263 | $420,545 | 0.15% |
| 133 | AIR PRODS & CHEMS INC COM | AIIR | 1,453 | $409,833 | 0.14% |
| 134 | NUCOR CORP COM | NUE | 3,004 | $389,138 | 0.13% |
| 135 | MONDELEZ INTL INC CL A | 609207105 | 5,770 | $389,129 | 0.13% |
| 136 | GE AEROSPACE COM NEW | 369604301 | 1,472 | $378,878 | 0.13% |
| 137 | STARWOOD PPTY TR INC COM | STHO | 18,817 | $377,657 | 0.13% |
| 138 | NORTHWESTERN ENERGY GROUP INC COM NEW | NWE | 7,357 | $377,414 | 0.13% |
| 139 | AMERICAN TOWER CORP NEW COM | 03027X100 | 1,705 | $376,839 | 0.13% |
| 140 | MEDTRONIC PLC SHS | MDT | 4,312 | $375,877 | 0.13% |
| 141 | SCHWAB U.S. SMALL-CAP ETF | 808524607 | 14,792 | $374,238 | 0.13% |
| 142 | SCHWAB U.S. BROAD MARKET ETF | 808524102 | 15,691 | $373,918 | 0.13% |
| 143 | GENERAL DYNAMICS CORP COM | GD | 1,280 | $373,325 | 0.13% |
| 144 | VANGUARD FTSE EMERGING MARKETS ETF | 922042858 | 7,495 | $370,715 | 0.13% |
| 145 | COSTCO WHSL CORP NEW COM | 22160K105 | 374 | $370,281 | 0.13% |
| 146 | KIMCO RLTY CORP COM | 49446R109 | 17,132 | $360,114 | 0.12% |
| 147 | VANGUARD SMALL-CAP GROWTH ETF | 922908595 | 1,282 | $355,168 | 0.12% |
| 148 | GRAYSCALE BITCOIN TRUST ETF | GBTC | 4,060 | $344,410 | 0.12% |
| 149 | ARCHER DANIELS MIDLAND CO COM | ADM | 6,511 | $343,651 | 0.12% |
| 150 | ENERGY TRANSFER L P COM UT LTD PTN | ET-PI | 18,930 | $343,201 | 0.12% |
| 151 | UNITEDHEALTH GROUP INC COM | UNH | 1,091 | $340,359 | 0.12% |
| 152 | VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF | 922042718 | 2,509 | $337,165 | 0.12% |
| 153 | PROSHARES BITCOIN ETF | 74347G440 | 15,665 | $336,949 | 0.12% |
| 154 | KRANESHARES CSI CHINA INTERNET ETF | 500767306 | 9,801 | $336,458 | 0.12% |
| 155 | VANECK GOLD MINERS ETF | 92189F106 | 6,450 | $335,787 | 0.12% |
| 156 | TAKE-TWO INTERACTIVE SOFTWARE COM | TTWO | 1,372 | $333,190 | 0.12% |
| 157 | PALANTIR TECHNOLOGIES INC CL A | PLTR | 2,435 | $331,939 | 0.11% |
| 158 | DUPONT DE NEMOURS INC COM | DD | 4,798 | $329,095 | 0.11% |
| 159 | ISHARES MSCI EMERGING MARKETS ETF | 464287234 | 6,765 | $326,357 | 0.11% |
| 160 | GLOBAL X SILVER MINERS ETF | 37954Y848 | 6,728 | $323,886 | 0.11% |
| 161 | CROWDSTRIKE HLDGS INC CL A | CRWD | 634 | $322,903 | 0.11% |
| 162 | CLOROX CO DEL COM | CLX | 2,689 | $322,868 | 0.11% |
| 163 | INTUIT COM | INTU | 406 | $319,778 | 0.11% |
| 164 | CORTEVA INC COM | CTVA | 4,235 | $315,635 | 0.11% |
| 165 | BXP INC COM | BXP | 4,661 | $314,478 | 0.11% |
| 166 | VANGUARD INFORMATION TECHNOLOGY ETF | 92204A702 | 465 | $308,511 | 0.11% |
| 167 | COLGATE PALMOLIVE CO COM | CL | 3,332 | $302,879 | 0.10% |
| 168 | TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | 874039100 | 1,333 | $301,911 | 0.10% |
| 169 | CIDARA THERAPEUTICS INC COM NEW | 171757107 | 6,155 | $299,810 | 0.10% |
| 170 | UNITED PARCEL SERVICE INC CL B | UPS | 2,873 | $290,001 | 0.10% |
| 171 | VANGUARD SMALL CAP VALUE ETF | 922908611 | 1,455 | $283,740 | 0.10% |
| 172 | MICRON TECHNOLOGY INC COM | MU | 2,226 | $274,355 | 0.09% |
| 173 | SNOWFLAKE INC COM SHS | SNOW | 1,224 | $273,894 | 0.09% |
| 174 | US BANCORP DEL COM NEW | USB-PS | 5,927 | $268,197 | 0.09% |
| 175 | GENUINE PARTS CO COM | GPC | 2,183 | $264,820 | 0.09% |
| 176 | MARVELL TECHNOLOGY INC COM | MRVL | 3,408 | $263,779 | 0.09% |
| 177 | BARRICK MNG CORP COM SHS | 06849F108 | 12,623 | $262,811 | 0.09% |
| 178 | DIAMONDBACK ENERGY INC COM | FANG | 1,904 | $261,610 | 0.09% |
| 179 | AGNICO EAGLE MINES LTD COM | AEM | 2,175 | $258,673 | 0.09% |
| 180 | ALTRIA GROUP INC COM | MO | 4,385 | $257,093 | 0.09% |
| 181 | AMCOR PLC ORD | AMCCF | 27,854 | $255,978 | 0.09% |
| 182 | RIVIAN AUTOMOTIVE INC COM CL A | RIVN | 18,541 | $254,753 | 0.09% |
| 183 | BAXTER INTL INC COM | 071813109 | 8,392 | $254,110 | 0.09% |
| 184 | NEWMONT CORP COM | NEMCL | 4,343 | $253,041 | 0.09% |
| 185 | BRIXMOR PPTY GROUP INC COM | 11120U105 | 9,675 | $251,937 | 0.09% |
| 186 | TEXAS INSTRS INC COM | 882508104 | 1,207 | $250,597 | 0.09% |
| 187 | UGI CORP NEW COM | 902681105 | 6,862 | $249,914 | 0.09% |
| 188 | DELL TECHNOLOGIES INC CL C | DELL | 1,947 | $238,702 | 0.08% |
| 189 | DIAGEO PLC SPON ADR NEW | DGEAF | 2,346 | $236,571 | 0.08% |
| 190 | PORTLAND GEN ELEC CO COM NEW | 736508847 | 5,701 | $231,632 | 0.08% |
| 191 | PUBLIC SVC ENTERPRISE GRP INC COM | 744573106 | 2,750 | $231,495 | 0.08% |
| 192 | NORFOLK SOUTHN CORP COM | 655844108 | 900 | $230,373 | 0.08% |
| 193 | VANGUARD FTSE DEVELOPED MARKETS ETF | 921943858 | 3,947 | $225,018 | 0.08% |
| 194 | VALERO ENERGY CORP COM | VLO | 1,656 | $222,600 | 0.08% |
| 195 | BERKSHIRE HATHAWAY INC DEL CL B NEW | BRK-A | 457 | $221,997 | 0.08% |
| 196 | EXPEDIA GROUP INC COM NEW | EXPE | 1,294 | $218,280 | 0.08% |
| 197 | BECTON DICKINSON & CO COM | BDX | 1,256 | $216,346 | 0.07% |
| 198 | AMERICAN WTR WKS CO INC NEW COM | 030420103 | 1,540 | $214,229 | 0.07% |
| 199 | ISHARES GOLD TRUST | IAU | 3,370 | $210,153 | 0.07% |
| 200 | NIKE INC CL B | NKE | 2,903 | $206,229 | 0.07% |
| 201 | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | 921946406 | 1,538 | $205,031 | 0.07% |
| 202 | AMBEV SA SPONSORED ADR | ABEV | 75,205 | $181,244 | 0.06% |
| 203 | ALPINE INCOME PPTY TR INC COM | 02083X103 | 10,307 | $151,616 | 0.05% |
| 204 | SNAP INC CL A | SNAP | 12,830 | $111,493 | 0.04% |
| 205 | DNP SELECT INCOME FD INC COM | 23325P104 | 11,248 | $110,118 | 0.04% |
| 206 | JETBLUE AWYS CORP COM | 477143101 | 14,160 | $59,897 | 0.02% |
| 207 | SNDL INC COM | SNDL | 20,000 | $24,200 | 0.01% |
| 208 | GOLDMINING INC COM | GLDG | 12,000 | $8,640 | 0.00% |
| 209 | TILRAY BRANDS INC COM | TLRY | 20,000 | $8,288 | 0.00% |
| 210 | CHARGEPOINT HOLDINGS INC COM CL A | CHPT | 10,620 | $7,469 | 0.00% |
| 211 | SUNNOVA ENERGY INTL INC. COM | 86745K104 | 14,760 | $9 | 0.00% |